Schrum Private Wealth Management’s Cigna CI Stock Holding History

Schrum Private Wealth Management’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-633	Closed	-$209K	–	130
2025 Q2	$209K	Hold	633	–	–	0.17%	124
2025 Q1	$208K	Buy	+633	New	+$191K	0.18%	119
2024 Q4	–	Sell	-758	Closed	-$263K	–	132
2024 Q3	$263K	Buy	758 +125	+20%	+$43K	0.14%	147
2024 Q2	$209K	Hold	633	–	–	0.19%	124
2024 Q1	$229K	Buy	+633	New	+$208K	0.21%	117
2023 Q1	–	Sell	-633	Closed	-$209K	–	107
2022 Q4	$209K	Buy	+633	New	+$200K	0.25%	105

Other funds holding CI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schrum Private Wealth Management's CI Position: Q3 2025 in Review

Schrum Private Wealth Management sold out of Cigna (CI) in Q3 2025, closing a stake of 633 shares — an estimated $209K sold.

Schrum Private Wealth Management first reported a position in CI in Q4 2022 and held it in 6 quarters. The position peaked at $263K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold CI as of Q3 2025.

Schrum Private Wealth Management reported no remaining Cigna position as of Q3 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 633 Cigna shares in Q3 2025, an estimated $209K.
Schrum Private Wealth Management first reported a position in Cigna in Q4 2022 and held it in 6 quarters.
Schrum Private Wealth Management's Cigna position peaked at $263K in Q3 2024.
1,614 funds tracked by Wall St. Rank held Cigna as of Q3 2025.

Based on Schrum Private Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.